Agra | Retail Branch Banking | Relationship Manager

Job Description

Role & responsibilities Personal Banker- - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. - Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients - Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience. Preferred Relationship Manager- - Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts. - Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth. - Review and access the clients portfolio, to align basis market condition and client objective. - Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets. - Generate leads through Catchment Working, Referrals and Working on the internal databases